Estate/Trust

Most of us have heard the old cliché, “Nothing is certain but death and taxes.”

Nothing can be done about the first part of that statement, but the second part is entirely controllable. Many people have worked hard to accumulate an estate to provide security for the family today and for the family of tomorrow. Successful people, especially those with family-held businesses, should have an effective plan for succession in place. That succession plan should be linked to the individual and/or organizational strategic plan.

Roy G. Bryan, CPA, has the expertise to help our clients implement their plans of successfully transferring their estate while minimizing the impact of transfer taxes. We work closely with individuals who want to develop achievable succession alternatives in light of their strategic goals. The very last thing most of us want is to experience the risk or losing a large portion of our estate by having to pay transfer taxes because of inadequate planning.

Therefore, we at Roy G. Bryan, CPA, can help you structure the arrangements necessary to facilitate a transition of ownership, negotiate successful agreements and/or identify qualified buyers to fulfill your specific strategy.

Providing for the orderly transfer of personal assets can be a difficult process. We have the experience, knowledge and sensitivity to help guide you through this difficult process. We provide a comprehensive package of services for estate planning and administration, including:

• Federal Estate and Income Tax Planning
• Charitable Trust Planning
• Minor’s Trust Planning
• Preserving Separate Property Assets
• Succession Planning
• Preparation of Federal and State Estate Returns